Creating a Purchase Order Line Using Item Groups Manually

The ability exists in Ascent to take like items and put them into a group.  These items could have similar characteristics, like material type, commodity, or usage.  They could be sold with one another, being grouped together for the purpose of upselling, or could be grouped together for the purpose of purchasing.

First, you must select the “Add Lines by Group”

The next screen that comes up will give you the ability to select an item group.

1. Select the appropriate item group you wish to purchase.
2. Once you select a group, you will then be presented with all items in that group.

At this point, you need to select the items you wish to purchase by doing the following:

1. Click the checkbox next to the items that you wish to purchase
2. Once done selecting them, click “Add Lines”

You have now staged the system to create actual purchase order lines.  At this point, you can edit the quantities, prices, or units of measure.

Once you are done editing the staged lines, click “Save” and these items will become purchase order lines.